How to export custom fields in the payment advice form

The goal of this post is to describe the step-by -step process of how to export the custom field and logic in the payment advice form, Based on the best practice experience, it will be explained for you with an example:
1. Export ap clerk’s email address of supplier master data into a payment advice form;
2. Export payment reference value of invoice documents into a payment advice form

The content of the document is the following:

• • • Prerequisite
    • Create two new custom fields and two new enhancement implementations
    • Search CDS view
    • Adopt your own payment advice form
    • Testing
    • Business Partner
    • Create Payment Run
    • Display Payment Advice

  Prerequisite

  The business process and preliminary steps to configure the payment advice are described in the accounts payable scope item (J60).

  • • • 2.5.3 BRF + Settings for Payment Advice
      • 4.1.1 Maintain Business Partner
      • 4.2 Invoice Entry without Purchase Order
      • 4.6 Payment Run

  See also Adding Custom Fields to Payment Advice Forms

  Create two new custom fields and two new enhancement implemetations

  You use the two new enhancement spots (Business Add-In BAdI):

  • • 1. Finance: Payment Advice
      2. Finance: payment Advice Item

  to add your own custom fields and enable it into the payment advice form template; furthermore to implement your own logic to fill the data into your own custom fields which defined in previous step, ultimately those custom fields with values will be exported into your payment advice form during the printing or emailing.

  Note: To be able to access this app and follow the described process, your user must be assigned a role that has the authorization as defined in the business catalog Extensibility (SAP_CORE_BC_EXT), or you could use the user Administrator.

   

  • Create new fields
  1. Open the Custom Fields and Logic app from the extensibility business group on your launchpad.

   

  2. 2. In the Custom Fields tab
     3. Choose +(Create) to add and create a new header field
     4. Fill out the dialog box as explained in the following table and then choose Create.

  Field	Explanation
  Business Context	Finance: Payment Advice
  Label	Clerk_Email
  Identifier	YY1_Clerk_Email
  Tooltip	Clerk’s email address
  Type	Email Address

  5. Enable the field usage in the Form Templates
  6. Create a new item field by following the above step

  Field	Explanation
  Business Context	Finance: Payment Advice Item
  Label	Payment_Reference
  Identifier	YY1_Payment_Reference
  Tooltip	Payment Reference
  Type	Text

  • Create new Enhancements
  1. Switch to the Custom Logic tab
  2. Choose + (Create) to add and create new enhancement implementation for the Header filed
  3. Fill out the dialog box as explained in the following table and then choose

  Field	Explanation
  Business Context	Finance: Payment Advice
  BAdI Description	Payment Advice Header Output Printing Adaption
  Implementation Description	Payment_ADV_H_Extension
  Implementation ID	YY1_PAYMENT_ADV_H_EXTENSION

   

  4. To get the accounting clerk’s email from the supplier you must implement the following logic.
  5. Choose Save Draft in the bottom-right corner.
  6. Choose Publish in the bottom-right corner to activate your new logic
  7. Follow the above steps to add and create new enhancement implementation for the Item filed

  Field	Explanation
  Business Context	Finance: Payment Advice Item
  BAdI Description	Payment Advice Item Output Printing Adaption
  Implementation Description	PAYMENT_ADV_I_EXTENSION
  Implementation ID	YY1_PAYMENT_ADV_I_EXTENSION

   

  8. To get the payment reference from the journal entries you must implement the following logic.

   

  

   

  Search CDS View

  1. To find more views, which can be used in your own logic, use application View Browser.
  2. Search for view by entering keywords or view you already know
     
  3. Open the view to display details. The definition shows a list of fields in view
  4. Here are CDS views most frequently used in this enhancement

   

  I_BUSINESSPARTNER	Business Partner
  I_SUPPLIERTOBUSINESSPARTNER	Supplier to Business Partner Relationship
  I_SUPPPLIER	Supplier
  I_SUPPLIERCOMPANY	Company code data of supplier
  I_JOURNALENTRY	Journal Entry (Header)
  I_JOURNALENTRYITEM	Journal Entry Item
  I_OPERATIONALACCTGDOCCUBE	Operational journal Entry Item-Cube

   

   

  Adopt your own payment advice form

  1. Open the app Maintain Form Templates, switch to the tap ‘Predelivered Templates’ , search the ‘FIN_FO_PAYM_ADVICE’

  

  2. Download the payment advice form and it will be extracted as the ZIP file
  3. Install the software ‘Adobe LiveCycle Designer’ into your laptop, and open the downloaded form
  4. Find out your custom field from the ‘Data View’ structure

  ToPaymentPreparedData	Custom fields in Header
  ToPaymentPaiditem	Custom fields in Item

  

   

  

  5. Add the custom field ‘Clerk_Email’(YY1_Clerk_Email_AVH) into the form and binding the data
  6. Add the custom field ‘Payment_Reference’(YY1_Payment_Reference_AVI) into the form and binding the data
  7. Save the changes and open the app Maintain Form Templates to upload your own customized form
  8. Click + to create a form template

  Input explanation

  Form Template Name	Define your custom form
  Language	Choose the supported language
  Select Form Template File	Select the customized form adopted in previous step
  Data Source	FDP_FFO_PAYM_ADVICE_SRV(Form Data Provider FI Payment Advice)
  Form Type	Content

   

  9. Assign your customized form for the output type in the SSCUI (102313) ‘Assign Form Templates’

   

  Application Object Type	Output Type	Form template ID
  FFO_PAYM_ADV	PAYM_ADV	Your customized Form ID

   

  10. Define your customized form ID into the BRF+ (Output Parameter Determination)

  Note: please change the BRF+ setting by referring the test script chapter 2.5.3 (BRF + Settings for Payment Advice) described in the prerequisite section

  

  Testing

  1. Input the email address into the Business Partner
  2. Create an Invoice and input the values into the field Payment Reference
  3. Schedule the payment run and view the payment advice form